Upgrade to the 2.0 versions of our Salesforce, HubSpot and Close integrations for performance improvements, improved integration management, and increased data flexibility.

By upgrading to the newest versions of our Salesforce, HubSpot, and Close integrations, customers will receive the following benefits:

Workspace-level integrations

Integrations now happen at the workspace level to sync data across all plans and paths. This will allow all Admins to view and edit integration mappings without each Admin needing to authenticate.

Reduced API usage & sync errors

With data syncing at the workspace level, this will free up API calls to your CRM so you can avoid hitting API rate limits and ensure your data is getting to all the systems it needs to.

Sync management & history

Now Admins can set sync schedules as frequently as every 2 hours with the ability to trigger a manual sync on demand at any time. Track sync history and view a log of all your integration syncs in order to track integration performance and troubleshoot integration errors. To learn more about managing integrations, please visit this article.

View source data directly in QuotaPath

Now Admins can view source data directly in QuotaPath for efficient data and mapping validation. For more information on the Source Data viewer, please visit this Field Manager article.

Multi-source Payouts Eligibility

If you have a different source of truth for payouts eligibility data (for example: Netsuite, QuickBooks, Maxio, Stripe or Chargebee), you can combine that data with Salesforce, HubSpot or Close to inform when a commission is eligible to be paid out.

Ability to create Calculated Fields

Create custom, calculated fields directly in QuotaPath to use for commission calculations or payouts eligibility using a field from Salesforce, HubSpot or Close. For more information on calculated fields, please visit this article.

Mapping templates & bulk edits

Create data mapping templates and re-use mappings across plan components. Search across your mappings and make edits in bulk. To learn more about Mapping Manager, please visit this article.

Locked Plan Data

Maintain compensation plan audit trails by locking your plan data. Plan data can be locked at any point during your commission payout process and will allow you to freeze commission data by pausing syncing. To learn more about locked plan data, please visit this article.

Customers can continue to use the 1.0 versions of our Salesforce, HubSpot and Close integrations on current plans, so you don't have to worry about any disruption of data. For example, if you have plans with 1.0 integration mappings with payout eligibility rules, data will continue to sync to allow outstanding payouts to be become eligible.

However, whenever creating new plans, whether by duplicating existing plans or building from scratch, it will be required to use the 2.0 integration version as the data source for the mapping.

You'll be prompted to start the upgrade process on the integrations page, whenever duplicating existing plans, or when building and mapping new plans.

When visiting the Integrations page, you'll see a prompt on the 1.0 integration card to upgrade by connecting the 2.0 integration version.

When duplicating a plan with 1.0 integration mappings, you'll see a prompt to upgrade to the 2.0 integration version. After connecting the 2.0 integration, you'll also have the option to duplicate the plan and convert the 1.0 integration mapping(s) into 2.0 integration mapping(s).

Upon creating a new plan and mapping the components, you'll also be prompted to upgrade and connect the 2.0 integration version:

In order to upgrade to the new integration version, go to the Integrations page in the left hand navigation and click 'Upgrade' on the Salesforce, HubSpot or Close 1.0 integration card.

From there, connect and set-up the 2.0 integration version by completing the following steps:

Authenticate

Login to data source, grant QuotaPath access, and complete authentication.

Data Import Start Date

Select the date to start importing data from that source. As a best practice, select the first date for data that will be used in any new plans and mappings.

Objects

Select the objects to import to use in your mappings. Be sure to select any objects used in your 1.0 integration mappings.

Sync Schedule

Set the sync frequency, otherwise it will default to every 24 hours. To learn more about syncing, please visit this article.

For more detailed instructions on connecting the 2.0 integration version, please visit the following integration articles:

As you create new plans, you can either build the plan and mappings from scratch, or you can duplicate existing plans.

If you'll be building new compensation plans from scratch, go to the Plans page and click "+Create New Plan". After you've designed the plan in Plan Builder, you can map the components to an integration source. Follow the detailed steps in this article to map a plan component to a data source.

If you'll be creating new compensation plans by duplicating existing plans, you'll have the option to automatically convert your 1.0 integration mapping(s) to 2.0 integration mapping(s) for that same source in the plan or path duplication modal: